If you are using the discount method "Account Discounts" or "Account Discounts w/Burden" for billing or revenue, use this screen to store the discount percentages that you want to apply by project for specific accounts. This feature is available for all contract types and all revenue and billing formulas, but is available only for standard bills. You can enter summary or detail accounts and a range of accounts.
Select the discount method in the Revenue Information screen (Projects\Maintain\Revenue) or the Other Info tab of the Project Billing Information screen (Projects\Maintain\Billing).
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Note: Because you can enter a range of accounts, the system does not validate whether an account is project-required or active. |
You can set up account discounts at any level of the project. When the system computes revenue and calculates bills, it will go up the project tree and find the first project level that contains a discount percentage and apply that during the calculations. If any discount percentages are set up at a higher level of the project than the revenue and billing formula level, the system will ignore them.
If the discount method is "Account Discounts" or "Account Discounts w/Burden," the Compute Revenue screen (Projects\Process\Revenue) and the Calculate Bills screen (Projects\Process\Billing) reference this table to determine which discount percentages to apply.
Use this screen to initialize your account discounts and before you compute revenue and calculate bills.
Use Find or Query to select a project. The project description displays in the field to the right. Find or Query displays only projects for which the discount method is "Account Discounts" or "Account Discounts w/Burden."
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Note: The starting and ending account numbers cannot have overlapping values. |
Enter, or use Lookup to select, a starting account number. You can enter a summary or detail account.
Enter, or use Lookup to select, an ending account number. You can enter a summary or detail account.
Enter the billing discount percentage that you want to apply to the range of account numbers. The discount percentage can be greater than 100%, but cannot be negative.
* A red asterisk denotes a required field.
Changes to this screen update the ACCT_DISC table.
